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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,598 | $91,194+103.5% | $178,486+4.0% | $79,860+132.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.06% | 24.19%-13.1pp | 151.08%-140.0pp | 31.72%-20.7pp |
| Employer contribution / active EE | $5,113 | $3,256+57.0% | $5,011+2.0% | $2,471+106.9% |
| Participant deferral / active EE | $5,691 | $3,236+75.8% | $5,202+9.4% | $3,740+52.2% |
| Admin fee / account holder | $617 | $6,751-90.9% | $13,985-95.6% | $5,306-88.4% |